Finance Awards 2020

9 | Finance Awards 2020 You’re in even safer hands Bigger and better and ensuring its clients are in even safer hands than ever before, Jones & Co was founded in 2009 by Mark Jones. Located in the heart of Chesterfield town centre, the firm’s offices are a source of great pride for Managing Director, Mark, who has spent much time and effort to create a highly professional and hospitable environment for clients and colleagues alike. A very warm welcome “Everyone who visits our offices is guaranteed a very warm welcome by every member of our team,” enthuses Mark. “Danielle, our Office Manager, and Laura & Emma, our Financial Services administrators, are usually the first faces you’ll see when you get to Jones & Co and they’re always smiling. “It’s really important that people feel at ease whenever they come to see us because we firmly believe in establishing long-term working relationships with each and every one of our clients. I’m very happy that we’ve managed to create that here – friendly faces on reception and exceptional financial advice and services from our highly qualified advisors, just two of the many reasons clients spontaneously recommend us to friends and family.” Unbiased, bespoke and jargon-free advice Continues Mark: “Over the last decade, it’s been my focus to grow the company sustainably by recruiting the right people who wholeheartedly support our ethos of providing unbiased, bespoke and jargon-free advice with the aim of preserving or accumulating wealth and security for our clients. “We now have a team of four financial planning professionals in place – Suzanne Jeakins, Pauline Fernandes, Kirk Yeomans and I – who are committed to meeting the financial needs of people of all ages and backgrounds from across the UK. From pensions and retirement advice, to wealth management and business protection, we’re here to provide effective and efficient financial planning advice, and we have an exceptional track record. We’re also proud to nurture new talent as well as acquire other financial services practices in the industry. Building a stable future “When it comes to retirement planning, we don’t believe it’s all about pensions – that’s just one way to build a stable future. We work with individuals who are at all stages of retirement from 18-year olds who have no retirement plans in place to those who are imminently about to retire with company and personal pension plans. “Whatever the situation, it’s our job to develop a financial strategy to help each client achieve their own personal retirement goals. It’s all about helping people make the right decisions and assisting them to gain the maximum income possible from hard-earned savings. A totally unbiased and professional view “When it comes to investment advice and financial planning, we’re here to unravel and make sense of the myriad options available on the open market from basic high street deposit accounts to complex risk-based investments. “Whatever a client’s requirements, we will always start with a conversation about what and where that person sees themselves and what they’d like to achieve from wealth management. As such, we use an in-depth questionnaire with every client to find out more about them and their approach to risk. This then enables us to devise a bespoke structure or portfolio to ensure we can advise on the right solution for their circumstances. And that’s something that we formally review on an annual basis or whenever each client wishes. Many clients simply pop in to see us for a catchup if they’re passing, that’s how we operate, we’re always here to help and advise. Vision Portfolios exclusively from Jones & Co – outperforming the sector “In order to continue to provide our clients with an unrivalled level of service, in May 2019, I began work on creating a new range of investment portfolios. Our Vision Portfolios launched in June last year and delivered beyond my expectations in the first 12 months of going live, with our medium risk fund achieving positive growth results through a volatile market loss in February 2020 due to Covid-19*. “Not only have they outperformed the sector benchmarks for risk rated funds, they have outperformed the Rayner Spencer Mills (RSMR) Portfolios across all risk levels, which were the range of portfolios used previously**. This clearly demonstrated, at an early stage, the quality of the Vision Portfolios and I’m confident that they will only continue to succeed. What’s more, our investment committee boasts Chartered Wealth Manager, and previous Brewin Dolphin and Charles Stanley team member, Pauline Fernandes.” In ever safer hands “During these unprecedented times, we are focusing on providing all of our clients with independent financial advice remotely, whenever the need arises. We call this ‘remote working’ and it enables us to protect our team and our clients whilst providing the very best service we can, exactly as if we were meeting up in person. So, not only are our clients’ financial plans in even safer hands than ever before, so is everyone associated with Jones & Co.” Company: Jones & Co. Telephone: 01246 550521 Email: Website: *Source: Financial Express Analytics report 09/07/2020 **Please note, past performance has no bearing on future returns. Nov20079 Voted Best Independent Financial Advisory Firm – Chesterfield in SME News’ Finance Awards 2020 was the icing on the cake for Jones & Co after a year of growth and continued success.